How to Store Typeform Leads in Google Sheets Using Pabbly Connect

Learn how to automate storing Typeform leads in Google Sheets using Pabbly Connect for efficient analysis and follow-up. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating the storage of Typeform leads in Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly website at Pabbly.com. Here, you can sign in or create a new account if you don’t have one yet. Pabbly Connect is a powerful automation tool that allows you to integrate various applications without coding skills.

Once signed in, navigate to the Pabbly Connect dashboard. This is where you will create your workflow to connect Typeform and Google Sheets. Click on the ‘Create Workflow’ button to initiate the setup process for storing leads automatically.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to connect Typeform with Google Sheets. After clicking on ‘Create Workflow’, you will be prompted to name your workflow. A suitable name could be ‘Store Typeform Leads in Google Sheets for Analysis and Follow-Up’. Select the folder where you want to save this workflow.

• Name your workflow appropriately.
• Choose the folder for organization.

After setting up the workflow, you need to select Typeform as your trigger application. This means you want to initiate the workflow whenever there is a new form submission in Typeform. Choose the trigger event as ‘New Entry’ and connect your Typeform account to Pabbly Connect.

3. Setting Up Typeform as the Trigger

To configure Typeform as the trigger in Pabbly Connect, select your Typeform account and authorize the connection. Once connected, you will need to select the specific form you want to monitor for new submissions. For instance, you might select a form named ‘New Contact Form’ that you have previously created.

After selecting your form, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to listen for new submissions. You will then perform a test submission to ensure that the integration is working correctly, capturing the lead details in real-time.

4. Adding Google Sheets as the Action Application

Now that Typeform is set up as the trigger, it’s time to add Google Sheets as the action application in Pabbly Connect. Choose Google Sheets and select the action event as ‘Add New Row’. This means that every time a new lead is captured from Typeform, a new row will be added in your specified Google Sheets document.

• Select the correct Google account for authorization.
• Choose the spreadsheet where you want to store leads.

Once you have connected Google Sheets, map the fields from your Typeform submission to the corresponding columns in your Google Sheets. This mapping ensures that each new lead is accurately recorded in the right format.

5. Testing the Integration and Finalizing

After mapping the fields, it’s crucial to test the entire setup in Pabbly Connect. Click on ‘Save and Send Test Request’ to see if the lead information is correctly added to your Google Sheets. If successful, you will see the new lead details in your spreadsheet, confirming that the integration works seamlessly.

Once verified, you can finalize your workflow. This automation allows you to efficiently manage leads collected through Typeform, making follow-up and analysis much easier. You can now focus on engaging with your leads rather than manually entering data.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of storing Typeform leads in Google Sheets. By following the steps outlined, you can efficiently manage your leads for analysis and follow-up. This integration saves time and ensures that no lead is missed, enhancing your business operations.